+39.4%
SHEL vs GH
+176.0%
-136.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +0.8% |
| 7D | +4.1% | -2.5% | +6.6% | +4.0% |
| 30D | +8.4% | -4.7% | +13.1% | +8.1% |
| 3M | +13.7% | +20.2% | -6.5% | +14.7% |
| 6M | +12.7% | +78.8% | -66.1% | +15.7% |
| YTD | +35.3% | +54.1% | -18.8% | +38.6% |
| 1Y | +39.4% | +177.1% | -137.7% | +45.1% |
| All | +39.4% | +176.0% | -136.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling